AdviserStream Basic

About AdviserStream Basic

35 Hours of Structured CPD

Access to 30 blended learning modules across 5 series, covering a range of financial planning subjects, providing 35 hours structured CPD (including 28 IDD hours).

Advanced Level

35 Hours of Structured CPD

Built to mirror the intellectual depth and breadth of RQF Level 6. This makes our content ideal for Chartered Financial Planners and Senior Managers (SMF 3, 16, and 17).

Easy CPD Admin

35 Hours of Structured CPD

Easy CPD Admin

Download and edit your CPD record whenever you like, and upload it to your back office system, professional body, or SPS provider.

Why Our Content is Different

Most CPD focuses on basic investment, tax, pensions, and protection technical theory. Most experienced Advisers click through it just to get to the multiple-choice test that they can quickly ace.

Chartered Financial Planners and Senior Managers already have high levels of technical knowledge, and understand that real advice is not based on formulas and rulebooks. Real advice lives in conversations, in trust, and in human behaviour.

With AdviserStream, Chartered Financial Planners and Senior Managers can explore real stories that shaped our industry. Build deeper understanding of regulation, ethics, and trust. Earn structured CPD hours while actually enjoying the process. And develop the mindset of an Adviser who can see beyond the numbers.

Whether you’re here to build confidence, sharpen your judgement, or future-proof your practice, AdviserStream is your edge.

Our Streaming Series

Financial Philosophy & Ethics

Blending film, music, and video games with real-world financial planning, this series explores the human side of advice: ethics, behaviour, trust, and vulnerability. You’ll examine your own professional values and how they shape client outcomes. Cinematic. Unapologetically adult. Unforgettable.

Episodes: Finance on Film, Too Big to Fail, Money & Music, The Conduct Rules, Press Continue, and Cost & Value.

Themes: Regulation & Ethics, Investment, Tax/Trusts.

📽️ 6 modules | ⏱️ 7 hours | 🛡️ IDD

Dark Money

This hard-hitting series examines the dark side of finance. Advisers will learn how financial crime works, how to spot the warning signs, and how to protect themselves and their clients. Real cases, sharp insights, and clear compliance guidance make this a powerful addition to any adviser’s professional development.

Episodes: Ponzi Schemes, Money Launderers, Insurance Fraudsters, Bribery & Corruption, The Loan Charge, and Pension Poachers.

Subjects: Regulation & Ethics, Investment, Tax/Trusts, Pensions, Pension Transfers, Protection.

📽️ 6 modules | ⏱️ 7 hours | 🛡️ IDD | ➡️ PTS (70 mins)

Understanding Cryptocurrency

In a world where money exists everywhere and nowhere at once, trust has gone digital. Understanding Cryptocurrency explores the technology reshaping finance, and the ethics that still anchor it. Across three cinematic episodes, we delve into the mechanics, history, and moral hazards of digital money.
From the mysterious birth of Bitcoin to the implosions that followed, from the miners burning energy to prove honesty to the scammers exploiting belief itself, this series examines not just how crypto works, but what it means. And what to say when clients ask about it.

Episodes: The Basics, The History, The Warning

Subjects: Investment, Regulation & Ethics

📽️ 3 modules | ⏱️ 4 hours | 🛡️ IDD

Income Tax Codex

Step inside the machinery of UK Income Tax and discover how the system really works. We unpack the complexity hiding behind everyday tax calculations, from income ordering and personal allowance tapering to pension contribution strategy, adjusted net income planning, and the elegant but misunderstood world of Top Slicing Relief.

Episodes: Income Tax Codex

Subjects: Tax/Trusts, Pensions

📽️ 1 module | ⏱️ 6 hours | 🛡️ IDD (3 hours)

Coming in 2025

Suitability & Cenobites

Brilliant Mistakes

Coming in 2026

Digital Money (FinTech)

Risk & Reckoning (Investment)

The Pensions Tapestry